+331.9%
RCL vs ENTG
+757.2%
-425.3%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -3.8% | +4.2% | +2.0% |
| 7D | -1.2% | +15.2% | -16.4% | -7.4% |
| 30D | +17.8% | -3.6% | +21.5% | +17.0% |
| 3M | +4.9% | -10.0% | +14.9% | +5.9% |
| 6M | +23.7% | +1.8% | +21.9% | +12.5% |
| YTD | +17.8% | +75.5% | -57.7% | -19.3% |
| 1Y | +28.9% | +82.4% | -53.5% | -14.1% |
| 3Y | +241.9% | +58.5% | +183.4% | +119.4% |
| 5Y | +295.4% | +0.4% | +295.1% | +201.8% |
| All | +331.9% | +757.2% | -425.3% | +22.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ENTG.
Daily Out/Under-Performance
Portfolio return minus ENTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ENTG return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded ENTG wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling